Baton + ClientSuccess
Create new Baton projects from new ClientSuccess clients
When a new client is added in ClientSuccess, kick off a seamless workflow that creates a project for them in the Baton app. This efficient process saves you manual data entry time and ensures consistent project setup for each new client you onboard. Maintain optimal organization within your tasks and focus on moving your business forward with this quick and easy setup.
When a new client is added in ClientSuccess, kick off a seamless workflow that creates a project for them in the Baton app. This efficient process saves you manual data entry time and ensures consistent project setup for each new client you onboard. Maintain optimal organization within your tasks and focus on moving your business forward with this quick and easy setup.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Project
Creates a Project on Baton
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New Client
Triggers when a new client is added.
Try ItClientRequired
Try ItClient
Disposition
Try ItClient
Try It
ClientRequired
Try ItNew User
Triggers when a new user/employee is added to your organization.
Try ItClientRequired
Try ItNameRequired
StatusRequired
Success Cycle ID
Assigned Employee
Assigned Sales Rep Name
Client as of
Street Address
City
Zip Code
State/Province
Country
LinkedIn URL
Salesforce Account ID
External ID
